Articles on: Administrator Support

ADMINISTRATOR: Transferring user documents

This article would only be applicable to users with an Administrator system role on their account, and would not include advice for non-administrator users looking to transfer their documents.

If a user has moved to your organisation from an organisation that also uses SARD, we can copy their documents and details across from their previous account to their new one once the latter has been created by organisation's administrator.

The first thing to note here is that we would need the transfer request to come from you as the Revalidation Team at their new organisation, as you are permitting documents to be uploaded to an account at your SARD site.

If a user requests a transfer from us at SARD directly, we must advise them to contact the administrators at their new organisation to request this in the first instance. The administrators can then contact us and grant permission to copy the files over.

If you are an Administrator at the new organisation that a user has moved to from a previous designated body that also used SARD, please feel free to email us at support@sardjv.co.uk to request a User Transfer.

What is transferred?

We would copy all the user's eDocs to **My eDocuments **library of their account, along with all available Appraisals, MSFs and Job Plans to the relevant areas on their Dashboard under the named panels.

If the new organisation does not use a particular SARD product, the files will still be saved to the eDocs library. For example, if the Job Planning product is not in use on your SARD site but was in use at their previous organisation, they will still be available in user's 'My eDocuments'.

Updated on: 03/03/2025

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